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ProShares Ultra Materials

16 hedge funds and large institutions have $2.97M invested in ProShares Ultra Materials in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more funds holding

Funds holding: 1216 (+4)

14.79% less ownership

Funds ownership: 38.39%23.6% (-15%)

27% less capital invested

Capital invested by funds: $4.07M → $2.97M (-$1.1M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

91% less call options, than puts

Call options by funds: $445K | Put options by funds: $5.11M

Holders
16
Holders Change
+4
Holders Change %
+33.33%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
5
Closed
2
Calls
$445K
Puts
$5.11M
Net Calls
-$4.67M
Net Calls Change
-$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$647K +$435K +46,328 +184%
LPL Financial
2
LPL Financial
California
$420K -$190K -20,224 -29%
CG
3
Cutler Group
California
$354K +$368K +39,144 New
UCFA
4
United Capital Financial Advisors
Texas
$326K +$339K +36,092 New
IA
5
IFP Advisors
Florida
$308K +$320K +34,032 New
VKH
6
Virtu KCG Holdings
New York
$287K +$297K +31,684 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$228K -$38.6K -4,112 -14%
TRCT
8
Tower Research Capital (TRC)
New York
$193K +$68.7K +7,316 +52%
Simplex Trading
9
Simplex Trading
Illinois
$88K -$40.7K -4,332 -31%
UBS Group
10
UBS Group
Switzerland
$60K +$62.6K +6,664 New
MFS
11
MSI Financial Services
Massachusetts
$19K +$75 +8 +0.4%
IWMPD
12
Integrated Wealth Management (Palm Desert)
California
$18K
WA
13
WFG Advisors
Texas
$12K -$3.94K -420 -24%
Barclays
14
Barclays
United Kingdom
$10K -$309K -32,960 -97%
VF
15
Virtu Financial
New York
-$2.55M -336,056 Closed
Citigroup
16
Citigroup
New York
-$4K -584 Closed
Wells Fargo
17
Wells Fargo
California
+$38 +4 New

UYM Hedge Fund Activity: Q4 2015 in Review

16 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra Materials (UYM) for Q4 2015, worth a combined $2.97M — down 27% from $4.07M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new UYM positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $435K. The largest seller was Virtu Financial, exiting entirely with an estimated $2.55M sold.

  • 16 institutional investors held ProShares Ultra Materials (UYM) as of Q4 2015, up from 12 in Q3 2015.
  • Funds reported $2.97M of ProShares Ultra Materials stock for Q4 2015, down 27% quarter-over-quarter.
  • 6 funds opened new ProShares Ultra Materials positions in Q4 2015 and 2 closed out, a net change of +4 holders.
  • The largest ProShares Ultra Materials buyer in Q4 2015 was Citadel Advisors, an estimated $435K added.
  • The largest ProShares Ultra Materials seller in Q4 2015 was Virtu Financial, an estimated $2.55M sold.

Based on aggregated 13F filings for Q4 2015.